MexBS Bundled Discount v1.2.0 User Guide Welcome to the MexBs family, and thank you for purchasing the "Bundled Promotion v1.2.0" Magento extension! In this document we will guide you through the installation steps, and will show you how to use and get the maximum from your extension. Getting Started Before explaining the promotion configurations and the features of the extension in detail (we will get to it soon), let’s create a simple promotion together (Buy 2 t-shirt and a pant for $100), just to get the basic “feeling” of how the extension works. Promotion Creation Tutorial – Buy 2 t-shirts and a pant for $100 In this tutorial we will create a promotion “Buy 2 t-shirts and a pant for $100”, that is, the customer will pay $100 for any 2 t-shirts and one pant. Step 1: creating the rule 1) Go to the Admin panel Marketing Cart Price Rules, and click “Add New Rule”. 2) In the Rule Information tab, insert the following: Rule name: Buy 2 t-shirts and a pant for $100 Active: Yes Websites: The websites which you want your promotion to be active in. Customer Groups: The customer groups which you want your promotion to be active for. Coupon: No Coupon 3) In the Actions tab, in the Apply drop down, choose “Fixed Price”, under “Bundle: Buy A + B + C + D for …”, and wait until the “Please wait” message disappears -
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MexBS Bundled Discount v1.2.0 User Guide
Welcome to the MexBs family, and thank you for purchasing the "Bundled Promotion v1.2.0" Magento extension! In this document we will guide you through the
installation steps, and will show you how to use and get the maximum from your
extension.
Getting Started Before explaining the promotion configurations and the features of the extension in
detail (we will get to it soon), let’s create a simple promotion together (Buy 2 t-shirt
and a pant for $100), just to get the basic “feeling” of how the extension works.
Promotion Creation Tutorial – Buy 2 t-shirts and a pant for
$100
In this tutorial we will create a promotion “Buy 2 t-shirts and a pant for $100”, that is,
the customer will pay $100 for any 2 t-shirts and one pant.
Step 1: creating the rule
1) Go to the Admin panel Marketing Cart Price Rules, and click “Add New
Rule”.
2) In the Rule Information tab, insert the following:
Rule name: Buy 2 t-shirts and a pant for $100
Active: Yes
Websites: The websites which you want your promotion to be active in.
Customer Groups: The customer groups which you want your promotion to be
active for.
Coupon: No Coupon
3) In the Actions tab, in the Apply drop down, choose “Fixed Price”, under “Bundle:
Buy A + B + C + D for …”, and wait until the “Please wait” message disappears -
4) After the loading is finished, you should see the following –
Fill in the data like the following –
Explanation:
- Since the promotion is “Buy 2 t-shirts and a pant for $100”, we filled Category 25
(in our system it is the category of t-shirts) in part #1, and Category 27 (in our system
it is the category of pants) in part #2.
- We want the upsell cart hints to use the words “t-shirt”, “t-shirts”, “pant” and “pants”
when constructing the hint, as those are the products that the promotion is applied to.
This is why we fill “t-shirt”, “t-shirts”, “pant” and “pants” in the “[label for upsell cart
hints..]” part. (See the section “Upsell Cart Hint fields explained” for more details).
Note: those fields are not mandatory – if you don’t fill them, the promotion will still
work, but the cart hints won’t get displayed.
- Since we want the bundle to cost $100, we fill 100 in “for 100$”.
5) In the following “Action” fields, set the following values -
Explanation: We left all the fields except “Display Upsell Cart Hints” and “Display
Promo Block” untouched.
We set the “Display Promo Block” field to “Yes”, because we want the promo block
to show up in the cart and the widget (the widget can be inserted in any CMS block -
see the section “Promo Block explained” for more details).
We set the “Display Upsell Cart Hints” field to “Yes”, because we want the upsell cart
hints to show up in the cart.
6) Save the rule by clicking the “Save” button.
Step 2: testing the rule
1) Go to the front end of your site and add one t-shirt to cart.
2) Go to the cart page.
You should get an upsell cart hint “Add one more t-shirt and one pant, to get a set of 2
t-shirts and one pant for $100 only!”
You should also see the promo block of the rule, within the “Bundled Promotions”
section. It displays the matching products (marked with the “V”), and the products
that the customer should add in order to complete the bundled promotion -
3) Click “Configure and Add To Cart”, and choose one t-shirt -
3) Click “Next”, and choose a pair of pants -
3) Click “Done”, you should get the two t-shirts and the pair of pants for $100 –
That’s it! You’ve got the “Buy 2 t-shirts and a pant for $100” promotion
all set up.
Glossary
In “Promotion types explained” section we will explain and give an example for
each one of the new promotion types.
In “Upsell Cart Hints explained” section we will explain how to use the upsell cart
hints.
In “Promo Block explained” section we will explain how to use the promo blocks.
In “Show Popup on First Customer visit explained“ section we will explain how to
use the “Show Popup on First Customer Visit” functionality.
In “Extended Conditions explained“ section we will explain how to use the new
condition types (customer attribute, customer order history and customer order
subselection). We will also explain how and where you can use custom option
values in the rule.
In “Additional Action fields explained” section we will explain about additional
extension features and configurations – discount breakdown types and ability to skip
tier and special prices.
In “Stores Configurations explained” section we will explain about the stores
configurations of the extension.
Section 1: Promotion types explained
Bundle: Buy A + B + C + D for …
Fields explanation
- Get the set of items consisting of the following parts, with … % discount –
the discount percent that one will get for the A + B + C set. - Part#1: … items – number of items in part#1 (A)
- Part#2: … items – number of items in part#2 (B) - Part#3: … items – number of items in part#3 (C) - Part#1: … items label for cart hints – singular / plural – the name that will
show up in the cart hints, representing the “Part #1” (A) items. - Part#2: … items label for cart hints – singular / plural – the name that will
show up in the cart hints, representing the “Part #2” (B) items. - Part#3: … items label for cart hints – singular / plural – the name that will
show up in the cart hints, representing the “Part #3” (C) items. - Items for which ALL of the following conditions are TRUE [parts] – the
condition that defines the items of the specific part. - Maximum Discount Amount – maximum discount amount that customer can
get in his cart using this promotion - Products ordered by (cheapest / most expensive) – the items order by which
the promotion discount will get applied - Maximum number of sets – the maximum number of sets that the discount
will be applied on.
Important - the A, B, C items should be different, that is, their conditions shouldn’t collide.
Bundle: Buy A + B + C + D for … – Percent Discount
Rule Example
The rule in this example is – “10% discount on buying 2 T-shirts and 1 pant”.
Maximum number of discounted sets per order is 3.
Note: In our example, T-Shirt is any product that belongs to category 16 and pant is
are displayed or not. That is, if this field is set to “No”, the hints won’t show
up in the cart.
- Action Label for Upsell Cart Hints – this is the message that will be
displayed for the customer in the case that he didn’t complete the condition
that is defined in the “Conditions” tab. That is, you can leave this field empty
in case that you have no conditions defined in the “Conditions” tab.
Example: The promotion is “Buy for $100 or more in the website, to get 5%
discount on bags”. The condition is “Subtotal equals or greater than 100”, and
the “Action Label for Upsell Cart Hints” is “to get 5% discount on bags!”.
The customer adds items for $92 and goes to cart. In the cart he will see the
upsell cart hint –“Add $8 worth more products, to get 5% discount on bags!”
- Hide Cart Hints after the Discount was applied number of times – this
field defines the number of discounts that were applied, after which the upsell
cart hints won’t show up any more.
Note: This field is only available for the Bundle action. Ie, it is not available
for the core actions – “Percent of product price discount”, “Fixed amount
discount“ etc.
Example: the promotion is “Buy 2 t-shirts and a pant for $100”. The “Hide
Cart Hints after the Discount was applied number of times” is 2. The customer
has 1 t-shirt in his cart, the upsell cart hint message is “Add one more t-shirt
and one pant, to get a set of 2 t-shirts and one pant for $100 only!”. The
customer than adds 1 more t-shirt and one pant to his cart. The upsell cart hint
message is “You've got a set of 2 t-shirts and one pant, for $100 only. Add 2
more t-shirts and one more pant, to get your next set for $100 only!”. The
customer adds 1 pant to his cart. The upsell cart hint message is “You've got
one pant for free. Add 2 more t-shirts, to get your next pant for free!”. The
customer adds 2 more t-shirts to cart. There is no upsell cart hint in cart.
The reason for this is that the discount was applied already 2 times. And since
we set 2 in the “Hide Cart Hints after the Discount was applied number of
times” field, the upsell cart hints won’t show up any more for this promotion.
(Unless the customer will remove some t-shirts or pants from his cart).
- Display Cart Hints when Coupon is Invalid – if set to “Yes”, the hint will
show up even when the coupon is invalid. (This field is applicable only for
rules that have the Bundle action (ie: not core Magento actions)).
Example: The promotion is “Buy 2 t-shirts and a pant for $100”. The
promotion has a coupon code. The customer has 1 t-shirt in his cart. He
applies the coupon code. The coupon won’t get applied, but the following cart
hint message will show up – “Add one more t-shirt and one pant to cart. Then
try applying the coupon again. You should get the set of 2 t-shirts and one pant
for $100 only!”. The customer then adds one more t-shirt and a pant to cart.
He applies the coupon code again and gets the 2 t-shirts and the pant for $100.
- “Label for cart hints – singular / plural” fields inside the conditions tab -
The “Products subselection” and “Product Attribute Combination” conditions
in the “Conditions” tab, have the “label for cart hints – singular / plural” fields. Those fields define the label/name of the conditioned products, and are
used to build the hint message. You must fill in those fields in order to upsell
cart hints to show up.
Example: Rule “Buy 2 pants and get 10% discount on your cart” –
(See the full rule example in “Rule #3 example” in the following “Rules
Examples” sub section)
- “Label for cart hints – singular / plural” fields inside the Bundle rules -
The rules that have Bundle action have the “label for cart hints – singular /
plural” fields. Those fields define the label/name of the discounted products,
and are used to build the hint message. You must fill in those fields in order to
upsell cart hints to show up.
Example: Rule “Buy 2 t-shirts and one pant for $100” –
See the “Promotion types explained” section for more cart hints examples
within the Bundle rules.
Examples of Rules with Cart Hints
Rule #1 Example – “Buy for $100 or more in the website, to get 5%
discount on bags” (no coupon code)
The customer has 92$ worth of items in cart. The upsell cart hint is “Add $8 worth
more products, to get 5% discount on bags!”. The customer adds 10$ product to cart,
the upsell cart hint disappears.
Rule #2 Example – “Buy 2 t-shirts and a pant for $100” (with coupon
code)
The customer has some items in cart (neither t-shirts nor pants). The customer applies
the coupon code. The coupon is invalid, therefore it is not getting applied, but the
following upsell cart hint shows up (This is because “Display Cart Hints when
Coupon is Invalid” is set to “Yes”. Otherwise no cart hint would show up.) - “Add 2 t-
shirts and one pant to cart. Then try applying the coupon again. You should get the set
of 2 t-shirts and one pant for $100 only!”. The customer adds a t-shirt to his cart. The
customer applies the coupon code. The coupon is not getting applied, but the
following upsell cart hint shows up – “Add one more t-shirt and one pant to cart. Then
try applying the coupon again. You should get the set of 2 t-shirts and one pant for
$100 only!”. The customer adds one more t-shirt and a pant to cart. The customer
applies the coupon code. The coupon is getting applied. The upsell cart hint is
“You've got a set of 2 t-shirts and one pant, for $100 only. Add 2 more t-shirts and
one more pant, to get your next set for $100 only!
Rule #3 Example - Buy 2 pants and get 10% discount on your cart”
(no coupon code)
The customer has one t-shirt in his cart. The upsell cart hint is “Add 2 more pants, to
get 10% discount on your cart!”. The customer adds one pant to cart. The upsell cart
hint is “Add one more pant, to get 10% discount on your cart!”. The customer adds
one more pant to cart. The upsell cart hint disappears. The 10% discount is applied on
the cart.
Section 3: Promo Block explained
The extension allows you to display “Promo Block” in the cart. The promo block
displays the images of the products of the promo, and a button that allows the
customer to add the promo products to cart easily.
If enabled for specific promotion, the promo block of the specific promotion will be
displayed within the cart and the widget. (See the following “Displaying the Promo
Block in a CMS page using the Promo Block Widget” section for more details about
the promo block widget).
Examples:
- The ongoing promotion is “Buy 2 t-shirts and a pant for $100 only”.
The promo block in cart is –
The customer adds one t-shirt to his cart, the promo block is –
- The ongoing promotions are “Buy 2 t-shirts and a pant for $100 only” and
“Buy a bag and a watch with 10% discount!”
The promo block is –
The customer adds one t-shirt and two watches to his cart, the promo block is -
Promo Block fields explained
In the cart promotion backend view, under the “Actions” tab, you will see the
following fields –
We will explain the fields that configure the behavior of the promo block of the rule
(in the cart and the widget):
- Display Promo Block (Yes/No) – defines whether the promo block of this
rule is displayed or not. That is, if this field is set to “No”, the promo block of
this rule won’t show up neither in the cart, nor in the widget.
- Hide the Promo Block if the Promo has been applied – defines whether the
promo block should disappear after that the discount of the promo was applied
once.
Example: The promo is “Buy a bag and a watch with 10% discount!”. The
customer has only a t-shirt in cart. In the cart he sees the promo block of the
promotion “Buy a bag and a watch with 10% discount!”. The customer adds a
bag and a watch to the cart. The promo block of this promotion disappears
(because it was applied once).
Promo Blok button and Popup behavior
The promo block button text changes according to the products of the promotion:
- If the products have configurations (ie: configurable products or products with
custom options), the button text will be “Configure and Add to Cart”.
Once the customer clicks the button, the popup will show up, letting the
customers select the products and the configurations.
Examples:
1) The promo is “Buy 2 t-shirts and a pant for $100”. The button is
“Configure and Add to Cart”, since the t-shirts and the pants have
configurations that need to be selected by the customer -
Once the customer clicks the button, the following popup shows up, letting
the customer to select his product and its options -
2) The promo is “Buy a bag and a watch with 10% discount”. The button is
“Configure and Add to Cart”, since one of the bags has custom options -
Once the customer clicks the button, the popup shows up, letting the
customer to select his products, and options, if needed (you can see that
the green bag has custom options) -
- If there is only one product per bundle part, the button text will be “Add to
Cart”.
Once customer clicks the button, the products will be added to cart (without
showing the popup).
Example: the promotion is “Rival Field Messenger bag + Fusion Backpack
for $40”. The button text is “Add to Cart”, since the first bundle part is only
one product (Rival Field Messenger bag), and the second bundle part is also
only one product (Fusion Backpack) -
- In any other case, the button text will be “Select and Add to Cart”.
Once customer clicks the button, the popup will show up, letting the customers
select the products.
Promo Blok behavior when the customer has some of the matching
items in the cart
If the customer has items in cart that match a bundled promotion, the promo block
will show “V” on the matching product.
Example: The promotion is “Buy 3 t-shirts and one pair of pants for $60”. The
customer has 2 t-shirts in his cart. The cart and the promo block look like the
following –
Promo Block titles and labels
- The main title of the block – defined within the “Stores Configurations”. (For
more details see the section “Section 6: Stores Configurations explained”) -
Example: In this example, the main title of the block is “Bundled Promotions”
-
- The title of the specific Promo Block – it is the name of the rule -
Example: The backend view of the rule is -
The promo block of the rule is the following -
- The label of the bundle part - is defined in the bundled parts within the rule
action, in the [label for upsell cart hints / promo block - singular: …,plural:
… ]. Those are the blue labels that show up whenever the user moving his
mouse over the blocks.
Example: The promo block of the rule “Buy 2 t-shirts and a pant for $100”,
when the user moving his mouse over the first bundled part (t-shirts) -
The action fields of the rule “Buy 2 t-shirts and a pant for $100” -
Cart Item Attributes and the Promo Block If one of the bundled parts condition contains (one or more) cart item attributes, the
promo block won’t show up.
The cart item attributes are the following -
Displaying the Promo Block in a CMS page using the Promo Block
Widget
In the following tutorial we will show how to display the promo block widget in a
CMS page -
Step 1: Go to the desired CMS page (in this example we will use a page with the
key “bundled-promotions”). In the content, within the WYSIWYG, click on the
“insert widget” button -
Step 2: In the opened window, in the “Widget Type” dropdown, select “Mexbs
Promotions List” -
Click “Insert Widget” and Save the Page.
Step 3: Go to the page on the frontend, and you should see something like this -
Section 3: Show Popup on First Customer visit explained The extension makes it possible to display a popup to the customer on his first visit,
announcing about the promotion. That is, the popup will show up only one time – and
won’t show up again for the same customer session. “Show Popup on First Customer visit” fields explained
In the cart promotion backend view, under the “Actions” tab, you will see the
following fields –
Once the “display popup for customers on the first visit” field is set to “Yes”, the
image that was uploaded in “Popup Image” field will show up on the first customer
visit.
Section 4: Extended Conditions explained The extension adds new condition types to the promotion rules – customer attributes,
customer sales history, customer orders sub selection and ability to use custom
options in products sub selections.
You can see the new condition types in the conditions drop down. To see the
conditions drop down, go to the condition tab in the cart rule backend and click the
plus button –
Customer Attribute
Rule Example
The rule in this example is – “Customers with email from gmail.com get 2 t-shirts and
one pant for $100”. That is, a logged in customer [email protected] will be able to get
the discount, while a not logged in customer or a customer with non gmail email (eg:
- If (number of created orders / average order grandtotal / sum of
grandtotals) is – the aggregator on the orders matching the sub condition - Is … - the aggregator value - For a subselection of orders matching ALL of these conditions – condition
that defines the matching orders, on which the aggregator will be applied.
Condition Example
This condition will only apply to customers who placed at least 2 orders that have
status “Complete” or “Processing” in the last 10 days. (Another way to read this
condition is – customers who have at least 2 paid orders from the last 10 days).
Custom Options in Product Sub Selection
You now have the ability to use custom options of an item within the condition
products sub selection, Magento core actions and the Bundle action –
Custom Options in Condition Products Sub selection
Custom Options in Magento core action
Custom Options in Bundle action
Custom Option title and value - Example
Product Backend Configuration –
Product Frontend View –
Rule Example –
In this rule, the customer will get $5 discount on buying a watch and a product that
has a custom option “Zip type”, for which the customer has chosen the value “Gold”
(Category 6 in our system is “Watches”).
Custom Option SKU - Example
Product Backend Configuration –
Rule Example –
In this rule, the customer will get $5 discount on buying a watch (Category 6 in our
system is “Watches”) and a product that has a SKU “24-WB02-G1” after that the
custom option value has been chosen by the customer.
Section 5: Additional Action fields explained
Discount Breakdown Type
The extension allows you to choose the breakdown type for every rule –
For Magento core rules, you can choose between “Rule Labels” and “Rule Labels and
Product Names”.
For bundle rules, you can choose between “Rule Labels”, “Rule Labels and Product
Names” and “Comprehensive Description”.
You can also choose to inherit the configuration from “Stores Configurations”.
(Read more about “Stores Configurations” settings in “Stores Configurations”
section)
Explanation of breakdown types:
- Rule Labels – this shows only the rule label in the breakdown. (If the label is
empty, it will display the coupon code and if there is no coupon code it will
display the rule name).
- Rule Labels and Product Names – this will show the rule label and the
products names that the rule was applied on.
- Comprehensive description – this will display a comprehensive description
of the discount applied. (Eg: “Got 2 of Iris Workout Top and Cora Parachute
Pant for $100”).
Rule Example
This rule is “Buy 2 t-shirts and a pant for $100”. (The rule label is “2 t-shirts + pant
for $100”, the coupon code is “2tshirts_pant”)
Note: In our example, t-shirt is any product that belongs to category 25 and pants is
any product that belongs to category 27.
Now let’s see how the discount breakdown will look using different “Discount
Breakdown Type” configuration values –
“Discount Breakdown Type” Rules Labels –
“Discount Breakdown Type” Rule Labels and Product Names –